See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,314 | $165,984+70.1% | $164,813+71.3% | $145,922+93.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 23.04% | 100.03%-77.0pp | 69.93%-46.9pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,764 | $5,273-47.6% | $4,341-36.3% | $4,660-40.7% |
| Participant deferral / active EE | $10,792 | $6,959+55.1% | $6,031+78.9% | $6,688+61.4% |
| Admin fee / account holder | $963 | $16,648-94.2% | $12,690-92.4% | $13,397-92.8% |